Principled guidance for your life and beyond


The Ross Group's goal for you is financial independence, so that you can live with confidence and use your wealth in the ways that are most meaningful to you and your family.  

We go beyond investing and really listen to what you value in life.  Together we will craft a plan to achieve the life you envision, while proactively and effectively positioning your wealth to give you the freedom to focus on the goals that are most important to you.

Our team has deep conviction that proper wealth management is a marathon, not a sprint – it involves endurance, structure, and time.  We are committed to serving as a trusted professional for our clients and to preparing families for a lasting financial legacy for generations to come.

The Ross Group provides advice and direction to clients based on our core beliefs.  We value:

  • Integrity – trust is paramount
  • Relationships – family and friends are the most precious assets in life
  • Quality – of investments and of relationships
  • Education – financial literacy for all clients, particularly younger generations
  • Health – ultimately, the goal of wealth is to allow for a long and happy life

 

Featured

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Market Commentary:  Patience is a Virtue

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The Ross Group is honored to be recognized as a Forbes Best-in-State Wealth Management Team in 2024 and 2025.

Honored to work with a nationally recognized teammate

At The Ross Group, we are very proud that Financial Advisor Steve Ross was named a Forbes Best-In-State Wealth Advisor in 2023 and 2024. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Steve!

 

Meet The Ross Group

Discover how we can help you and your family with your legacy.

"Someone is sitting in the shade today because someone planted a tree a long time ago."   - Warren Buffett

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Riding Through Fear: What a Runaway Horse Can Teach You About Sticking to Your Investment Plan Every thoroughbred owner dreads the sight of a lone plastic bag blowing in the wind during what should be a peaceful ride. I speak from experience – the horse doesn’t see a plastic bag; he sees a threat in progress. His only logical response? A spook-and bolt maneuver, often accompanied by an extra buck for dramatics. As the owner of a thoroughbred, I can attest that their flight response is turbocharged. In that split second, I have two choices: trust my trainer and apply the skills she’s taught me to ride it out or bail off immediately to avoid a potential disaster. While jumping off may seem like a safer, more logical move, it often leads to a harder fall– literally. The wiser choice is to stay in the saddle, follow the plan and skills you have been taught, take a deep breath, sit deep, and use your reins and legs to regain control. Your goal is to minimize the impact on your body. You are probably thinking, “Okay, but what does surviving a runaway horse have to do with investing?” More than you would think. Metaphorically, a frightened horse is a lot like a shaky market. Your reaction to it determines your outcome. Do you bail out immediately, potentially risking the greatest impact on your portfolio, or stay the course and trust the plan you built with your advisor? The quickest exit often feels like the right choice-but it can lead to the biggest consequences and regrets. Just like staying calm on a spooked horse, successful investing is not about reacting to every scare or bailing when everyone else is bailing. It is about trusting your training, sticking to your plan, and riding through the fear. There will always be bumps and events out of our control, but with patience and discipline, and sound advice you can reach the finish line often better than you started – both on the trail and in your portfolio. Visit www.rossgroupwm.com to learn more.

The Ross Group was proud to serve as one of the sponsors of the 71st running of the Virginia Fall Races this past weekend. Since 1955, this wonderful event has supported the Inova Loudoun Hospital Foundation, helping make a positive difference in our community. Congratulations to all the talented riders and horses who took part.

Every day is 'Spirit Day' here at RBC! #womenofRBC #rossgroup

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